-56.0%
KHC vs INDA
+83.0%
-139.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.5% |
| 7D | -2.5% | -3.6% | +1.1% | -1.2% |
| 30D | +0.5% | -4.0% | +4.5% | +2.0% |
| 3M | +3.0% | +1.7% | +1.3% | +2.3% |
| 6M | +6.6% | -3.6% | +10.3% | +7.8% |
| YTD | +5.8% | -11.0% | +16.8% | +10.1% |
| 1Y | -2.2% | -9.5% | +7.3% | +1.0% |
| 3Y | -12.5% | +7.6% | -20.2% | -16.5% |
| 5Y | -13.6% | +4.8% | -18.4% | -17.4% |
| All | -56.0% | +83.0% | -139.0% | -68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded INDA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling